Advisor Workflow Features
Everything you need to run branded assessments, review draft outputs, and coordinate follow-up M&A advisory work.
Branded workflow
Branded client-facing workflow
Apply your logo, brand color, and disclaimer settings across the client-facing assessment flow so the experience reflects your firm before anything is shared externally.
- Logo, brand color, and disclaimer settings
- Advisor review before external delivery
Explore Workflow Modules
Auto-CIM Generator
Generate a structured CIM draft from diagnostic data, then review and refine it.
Synergy Radar
Analyze strategic fit themes across target buyers with AI-assisted support.
VDR Kanban
Provide a tailored remediation workflow for advisor and client follow-up.
Persona Tuning
Guide draft tone with your firm's preferred language and review context.
Interactive M&A Deal Valuation Tools
Quantify Enterprise Values, verify due diligence books, and estimate strategic synergy premiums in real-time.
EBITDA Calculator
Model Enterprise Value and EBITDA multiples based on cash-flow parameters.
Consistency Auditor
Reconcile VDR files and CIM statements to check QofE due diligence clawbacks.
Readiness Scorecard
Verify exit-readiness parameters, customer concentrations, and legal roadblocks.
Synergy Estimator
Estimate annual cost reductions and customer cross-sell synergy values.
Premium M&A Feature Workflows
Leverage branded diagnostic assessments, AI drafting tools, and shared client collaboration channels.
Auto-CIM Generator
Turn exit diagnostics into structured Confidential Information Memorandums automatically.
Synergy Radar
Mapstrategic buyer synergies and justify exit premium values across 6 dimensions.
VDR Kanban
Convert diagnostic risk findings into white-labeled seller remediation workflows.
Persona Tuning
Guide draft output tone with your boutique firm's custom brand vocabulary rules.
Latest M&A Deal Insights & Publications
Read advanced articles written by tech corporate advisors covering escrow, EBITDA multiples, and transaction logs.
M&A DiligenceHow to Prepare a Virtual Data Room to Pass Due Diligence
Step-by-step best practices to structure folders, manage user permissions, and ensure secure buyer access.
ValuationBusiness Valuation Methods for Small and Mid-Market Companies
A practical breakdown of valuation approaches owners and advisors use before a sale process.
Deal StructuringCIM Automation Software for Boutique Advisors
How AI-assisted CIM workflows reduce drafting time while keeping deal materials consistent.